Legato Capital Management’s Elevance Health ELV Stock Holding History

Legato Capital Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$682K	Sell	2,331 -3,955	-63%	-$1.3M	0.06%	420
2025 Q4	$2.2M	Hold	6,286	–	–	0.19%	159
2025 Q3	$2.03M	Buy	6,286 +853	+16%	+$265K	0.22%	133
2025 Q2	$2.11M	Hold	5,433	–	–	0.25%	107
2025 Q1	$2.36M	Hold	5,433	–	–	0.32%	79
2024 Q4	$2M	Buy	5,433 +579	+12%	+$242K	0.26%	98
2024 Q3	$2.52M	Buy	4,854 +1,132	+30%	+$605K	0.31%	70
2024 Q2	$2.02M	Sell	3,722 -1,705	-31%	-$901K	0.27%	108
2024 Q1	$2.81M	Hold	5,427	–	–	0.34%	76
2023 Q4	$2.56M	Hold	5,427	–	–	0.33%	68
2023 Q3	$2.36M	Hold	5,427	–	–	0.34%	62
2023 Q2	$2.41M	Hold	5,427	–	–	0.33%	75
2023 Q1	$2.5M	Hold	5,427	–	–	0.45%	46
2022 Q4	$2.78M	Buy	+5,427	New	+$2.76M	0.53%	34
2021 Q3	–	Sell	-4,005	Closed	-$1.53M	–	229
2021 Q2	$1.53M	Buy	+4,005	New	+$1.53M	0.22%	109

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Legato Capital Management's ELV Position: Q1 2026 in Review

Legato Capital Management reduced its Elevance Health (ELV) stake by 63% in Q1 2026, selling an estimated $1.3M and leaving 2,331 shares worth $682K. The position accounts for 0.06% of the portfolio, ranked #420.

Legato Capital Management first reported a position in ELV in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.81M in Q1 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Legato Capital Management held 2,331 shares of Elevance Health worth $682K as of Q1 2026.
Legato Capital Management sold 3,955 Elevance Health shares in Q1 2026, an estimated $1.3M.
Elevance Health made up 0.06% of Legato Capital Management's portfolio in Q1 2026, its #420 holding.
Legato Capital Management first reported a position in Elevance Health in Q2 2021 and has held it in 15 quarters since.
Legato Capital Management's Elevance Health position peaked at $2.81M in Q1 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.